Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
January 31, 2023
Feds to Cut Medicare Advantage Plan Pay Over Health Score CreepFederal clawbacks of what CMS believes to be excess payments could start at $13 million this year and rise to $479 million in 2025.
January 31, 2023
Bill Could Help Clients With Breast Cancer Get Quick Medicare AccessThe version of the bill on the agenda is similar to care access bills introduced in previous congresses.
January 27, 2023
15 Best States for Retirement: 2023These states boast reasonable living costs along with good quality of life and health care, WalletHub finds.
January 27, 2023
How to Connect With People, Not Just Their MoneyYour clients could need financial guidance through dozens of life events, Advisor Insights president Mitch Anthony tells ThinkAdvisor.
January 24, 2023
Health Insurance Giant to Acquire Louisiana BlueThe Elevance deal could expand Medicare options for clients in New Orleans.
January 24, 2023
'Boomerang' Children Don't Derail Parents' Retirement: New StudyNew research shows negligible long-term financial impact when adult children temporarily move back home.
January 23, 2023
What 'Safe Withdrawal' Rates Really Mean (and Don't Mean): Christine BenzResearchers say "safe withdrawal" research remains useful, but it is also very easy to misinterpret.
January 23, 2023
Secure 2.0 Act RMD Rules Open New IRA Planning WindowTraditional and Roth IRAs can now be coordinated in some very powerful ways, but careful planning is needed.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.
January 17, 2023
Top 5 States for Long-Term Care Planning IncreasesEven without Washington state, the number of clients who did something increased 13%.